India Wealth Management – High Net Worth (HNW) Investors 2022

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India Wealth Market Report Overview

The Indian HNW population remains marked by high gender inequality, with men constituting a significant share. However, the female segment is notably younger than their male counterparts. There are a number of governmental and privately funded initiatives designed to support female entrepreneurs.

The India wealth management market report sizes the opportunity within India’s wealth market and analyzes the investment preferences, service requirements, and portfolio allocations of the country’s HNW investors.

Key investment preferences Advisory Asset Management, Automated Investment Services, Discretionary Asset Management, and Execution-Only Asset Management.
Key reasons for expatriation Job Transfer, Retirement, Business Start-Up, Tax Efficiencies, Better Opportunities For Children, Better Lifestyle Conditions, and Political/Economic Instability
Major asset classes of wealth allocation Equities, Cash and Near Cash, Bonds, Property, Alternatives, and Commodities
Major asset classes of offshore investment Equity, Cash and Near Cash, Bonds, Property, Alternatives, and Commodities
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India Wealth Management Market Dynamics

Earned income is the prime source of HNW wealth creation in India, reflecting the presence of a large number of high-earning executives in the country. As an economic powerhouse in Asia, India is home to several conglomerates and technology giants, with many global multinational corporations establishing their headquarters and operations in the country. As the Indian economy recovers from the adverse impacts of the COVID-19 pandemic, executive compensation has been on the rise.

Entrepreneurial income is gradually becoming a growing source of wealth generation. Family business is another growing source of wealth for Indian HNW clients given the above-average age of the entrepreneur segment. Given Indian HNW investors’ above-average propensity to change wealth managers when inheriting, intergenerational wealth management represents a significant opportunity and challenge, making relationship management key.

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India Wealth Management Market Segmentation by Investment Preferences

The key investment preferences for HNW investors in the India wealth management market are advisory asset management, automated investment services, discretionary asset management, and execution-only asset management. Current demand is distributed relatively equally across different types of mandates, with advisory mandates witnessing a slight edge. This once again highlights the importance of a multi-service proposition.

India Wealth Management Market Analysis by Investment Preferences, 2022 (%)

India Wealth Management Market Analysis by Investment Preferences, 2022 (%)

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India Wealth Management Market Segmentation by Key Reasons for Expatriation

The key reasons of expatriation for HNW investors in the Indian wealth management market are job transfer, retirement, business start-up, tax efficiencies, better opportunities for children, better lifestyle conditions, and political/economic instability. Better lifestyle conditions is one of the major drivers of expatriation.

India Wealth Management Market Analysis by Reasons of Expatriation, 2022 (%)

India Wealth Management Market Analysis by Reasons of Expatriation, 2022 (%)

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India Wealth Management Market Segmentation by Major Asset Classes of Wealth Allocation

Equities, cash and near cash, bonds, property, alternatives, and commodities are the major asset classes of wealth allocation for HNW investors in the India wealth management market. Equities constitute the largest share, followed by property.

India Wealth Management Market Analysis by Asset Classes Of Wealth Allocation, 2022 (%)

India Wealth Management Market Analysis by Asset Classes Of Wealth Allocation, 2022 (%)

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Key Highlights

  • Expats represent an attractive target market thanks to their more complex service requirements.
  • The market for robo-advisory services is growing rapidly in the HNW space in India.
  • Equities, property, and cash and near-cash investments dominate the Indian HNW asset portfolio.

Reasons to Buy

  • Develop and enhance your client targeting strategies using our data on HNW profiles and sources of wealth.
  • Enhance your marketing strategies and capture new clients using insights from our data on HNW investors’ asset management style preferences.
  • Tailor your investment product portfolio to match the current and future demand for different asset classes among HNW individuals.
  • Develop your service proposition to match the demand expressed by Indian HNW investors and react proactively to forecast changes in demand.

Reserve Bank of India (RBI)
Confederation of Indian Industry (CII)

Table of Contents

Table of Contents



Investment Style Preferences

Asset Allocation Preferences

Offshore Investment Preferences

Products and Services


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